Reference ID: RBCAA008881523
What is the opportunity? Follow up on client trades to ensure proper settlement and deliveryProvide seamless service onboarding new clientsInvestigate and resolve account-related inquiriesMaintain current knowledge of client accounts by reviewing daily activity and applicable reportsUtilize contact management system for daily task management and client record-keepingAssist the Portfolio Manager in preparation for client meetingsOrganize client meetings with Wealth Management specialistsAssist with projection analysis, portfolio modeling, and tax preparationAdministrative supportDeliver a consistently exceptional level of client service to a sophisticated clientele
The RBC Dominion Securities branch located downtown Vancouver, BC is looking for an Associate to join a top-performing Portfolio Management team. The successful candidate will have outstanding communication skills, a commitment to providing top level client service, and a minimum of two years of experience in the investment industry.
What will you do?
What do you need to succeed?
At least two years of Associate experience in the wealth management industryExcellent command of the English language, both verbal and writtenAttention to detail and excellent time managementExceptional client service skillsIIROC licensed, with successful completion of the CSC and CPHAptitude to learn internal programs and procedures quickly
Working knowledge of RBC Dominion Securities systems, procedures and policiesProficiency in Excel
What's in it for you?
The opportunity to expand your knowledge and skillset with a top-performing teamOngoing coaching and training in a dynamic, fast-paced environmentA comprehensive Total Rewards Program including flexible benefits, competitive compensation, pension program, and employee share purchase plan
Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com .
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Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.
Address: 945 Thurlow Street
Work Hours/Week: 37.5
Work Environment: Branch
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salary + Variable Bonus
Required Travel (%): 0-25
People Manager: No
Application Deadline: 02/28/2019
Req ID: 182330
Posted: February 12, 2019
Closes: April 13, 2019